GM
JPHF

GeoWealth Management’s JPMorgan Diversified Alternatives ETF JPHF Stock Holding History

GeoWealth Management’s Portfolio JPHF Stock Details JPHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,684
Closed -$416K – 243
2019
Q3 		$416K Buy
+16,684
New +$410K 0.09% 115

Other funds holding JPHF

Envestnet Asset Management
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EWMCB
EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return
IDA
Intelligence Driven Advisers Carlsbad, California $574M AUM 16.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

GeoWealth Management's JPHF Position: Q4 2019 in Review

GeoWealth Management sold out of JPMorgan Diversified Alternatives ETF (JPHF) in Q4 2019, closing a stake of 16,684 shares — an estimated $416K sold.

GeoWealth Management first reported a position in JPHF in Q3 2019 and held it in 1 quarter. The position peaked at $416K in Q3 2019. 27 funds tracked by Wall St. Rank hold JPHF as of Q4 2019.

  • GeoWealth Management reported no remaining JPMorgan Diversified Alternatives ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 16,684 JPMorgan Diversified Alternatives ETF shares in Q4 2019, an estimated $416K.
  • GeoWealth Management first reported a position in JPMorgan Diversified Alternatives ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's JPMorgan Diversified Alternatives ETF position peaked at $416K in Q3 2019.
  • 27 funds tracked by Wall St. Rank held JPMorgan Diversified Alternatives ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.